Perry Worzella Email & Phone Number
Vice President, Wealth Management Advisor @ U.S. Bancorp Investments, Inc.
Perry Worzella's Location
Stevens Point, WI, US
Perry Worzella's Work
- Vice President, Wealth Management Advisor @ U.S. Bancorp Investments, Inc.
- Vice President, Financial Advisor @ JPMorgan Chase & Co.
- Financial Advisor, Team Leader @ Banc One Securities Corporatio
- Financial Advisor @ Morgan Stanley
Perry Worzella's Education
- Control Data Institute/Technology Institute of Milwaukee
Associate's degree (Computer Technology/Robotics)
1985 - 1986 - Mid-State Technical College
Associate's degree (Computer Electronics and Design)
1983 - 1985
Perry Worzella's Skills
- Customer Service
- Financial Advisory
- Financial Reporting
- Strategic Planning
- Retirement Planning
- Financial Analysis
- Wealth Management
- Insurance
- Project Management
- Financial Planning
Perry Worzella's Summary
Perry Worzella, based in Stevens Point, WI, US, is currently a Vice President, Wealth Management Advisor at U.S. Bancorp Investments, Inc., bringing experience from previous roles at JPMorgan Chase & Co., Banc One Securities Corporatio and Morgan Stanley. Perry Worzella holds a 1985 - 1986 Associate's degree in Computer Technology/Robotics @ Control Data Institute/Technology Institute of Milwaukee. With a robust skill set that includes Customer Service, Financial Advisory, Financial Reporting, Strategic Planning, Retirement Planning and more, Perry Worzella contributes valuable insights to the industry. Perry Worzella has 4 emails and 1 mobile phone number on RocketReach.
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